New Business Team Leader

2 weeks ago


Montréal QC, Canada Réseau d'assurance IDC Worldsource Inc. Full time

Le réseau d’assurance IDC Worldsource Inc. est un agent général de gestion (AGG) en services financiers ayant un objectif unique :
être le principal AGG pour tous les conseillers indépendants au Canada. Nous cherchons avant tout à offrir aux conseillers une approche complète et souple à même de faire face aux défis du monde de la finance en évolution. Les conseillers sont soutenus par une équipe bien établie et chevronnée de chefs de file;
une équipe qui s’adapteà l’innovation et qui s’est engagée à partager son savoir-faire solide dans l’industrie des assurances.

RESPONSABILITÉS:

  • Encadrer et superviser l’équipe aux nouvelles affaires
  • Gestion des horaires, absences, vacances et remplacement;
  • Gestion et suivi de la répartition des blocs d’affaires
  • Préparer des réunions d’équipe hebdomadaire afin de garder une bonne communication
  • & synergie;
  • Formation des employés;
  • Recevoir, écouter les plaintes des conseillers et enrayer leurs insatisfactions en effectuant de la résolution de problème;
  • S’assurer de laqualité des suivis et appels téléphoniques ainsi que des délais de traitement;
  • Suivi de dossier VIP;
  • Vérification mensuelle des affaires dans le « moulin »
  • Effectuer les évaluations annuelles;
  • Création de clients, propositions et polices dans Wealthserv Assurance
  • Aider aux suivis en cas de débordement;
  • Rapport à fournir sur demande;
  • Toutes autres tâches connexes demandées par le gestionnaire

COMPÉTENCES:

  • Expérience avec le suivi des nouvelles affaires;
  • Minimum de 3 ans d’expérience dans le domaine des services financiers et/ou un poste similaire
  • Maîtrise de la suite Office, MS Excel
  • Ce poste exige une connaissance avancée en anglais écrit/parlé (vous serez régulièrement appelé à interagir auprès de fournisseur hors-Québec et à intervenir dans des dossiers dont la documentation est en anglais)
  • Connaissance en ressources humaines
  • Connaissance du système Wealthserv Assurance (un atout)
  • Aptitudes interpersonnelles, facilité à la communication orale et écrite
  • Être capable de gérer un flux de travail important et établir des priorités
  • Faire preuve d’initiative et d’autonomie

CONDITIONS DIVERSES:

  • Salaire en lien avec l’expérience;
  • Un régime d’avantage sociaux complet et généreux;
  • Fonds de pension avec participation de l’employeur;
  • Possibilité de travailler en mode hybride;
  • Et plus encore

Si ce poste vous intéresse, veuillez faire parvenir votre curriculum vitae à Mme Vanessa Beaulieu, Vice-présidente Opérations, Québec par courriel à vbeaulieu@idcwin.ca

/////////////////////////////

IDC Worldsource Insurance Network Inc. is a financial services general agent (MGA) with a single goal:
to be the leading MGA for all independent advisors in Canada. Our focus is on providing advisors with a comprehensive and flexible approach that can meet the challenges of the evolving world of finance. Advisors are supported by a well-established and experienced team of leaders;
a team that adapts to innovation and is committed to sharing its solid know-how in the insurance industry.

RESPONSIBILITIES:

  • Mentor and supervise the new business team
  • Management of schedules, absences, vacations and replacements;
  • Management and monitoring of the distribution of business blocks
  • Prepare weekly team meetings to keep good communication & synergy;
  • Employee training;
  • Receive, listento advisors' complaints and curb their dissatisfaction by resolving problems;
  • Ensure the quality of follow-ups and phone calls as well as processing times;
  • VIP file follow-up;
  • Monthly business check in the "mill"
  • Conduct annual evaluations;
  • Client Creation, Applications, and Policies in Wealthserv Insurance
  • Assist with follow-ups in the event of an overflow;
  • Report to be provided upon request;
  • Any other related duties requested by the manager

QUALIFICATIONS:

  • Experience with the follow-up of new cases;
  • Minimum of 3 years of experience in financial services and/or a similar position
  • Proficient in Office Suite, MS Excel
  • This position requires advanced knowledge of written/spoken English (you will be regularly called upon to interact with suppliers outside Quebec and to intervene in files whose documentation is in English)
  • Knowledge of human resources
  • Knowledge of the Wealthserv Assurance system (an asset)
  • Interpersonal skills, oral and written communication skills
  • Be able to manage a large workflow and set priorities
  • Demonstrate initiative and autonomy

MISCELLANEOUS CONDITIONS:

  • Salary commensurate with experience;
  • A comprehensiveand generous benefits plan;
  • Pension funds with employer participation;
  • Ability to workin hybrid mode;
  • And more

If you are interested in this position, please send your resume to Ms. Vanessa Beaulieu, Vice-President Operations, Quebec by email at vbeaulieu@idcwin.ca



  • Montréal, QC, Canada Réseau d'assurance IDC Worldsource inc. Division Québec Full time

    Le réseau d’assurance IDC Worldsource Inc. est un agent général de gestion (AGG) en services financiers ayant un objectif unique : être le principal AGG pour tous les conseillers indépendants au Canada. Nous cherchons avant tout à offrir aux conseillers une approche complète et souple à même de faire face aux défis du monde de la finance en...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, QC, Canada Groupe Vision New Look Inc Full time

    **ABOUT US** Welcome to New Look Vision Group Inc (GVN), recognized as one of Canada's best-run companies. As a member of our extended family, you'll be joining a company that values transparency, ambition, respect and accountability. Our company boasts an impressive network of 477 stores, including 417 in Canada and 60 in the United States. Since 2013,...


  • Montréal, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...


  • Montréal, QC, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Regional Team Leader

    4 months ago


    Montréal, QC, Canada Activation Services Inc. Full time

    Job Description - Regional Team Lead It’s an exciting time to be at ASI Retail Services, working for a people focused company that’s at the top of its game. The momentum we’ve generated in recent years with our commitments to customers, innovation, business results, and an entrepreneurial spirit has created energy, enthusiasm, and engagement among our...


  • Montréal, QC, Canada Gillespie-Munro Inc. Full time

    Are you a driven, innovative sales professional ready to make an impact? We are seeking an experienced **New Business Development Executive, **someone who thrives in an entrepreneurial environment, is goal-oriented, and consistently drives results. If you're a natural problem solver who loves negotiating and thrives in a fast-paced setting, this could be the...


  • Montréal, QC, Canada Fairstone Full time

    The Team Leader call center must ensure the efficiency of employee’s work. Must be able to detect potential issues and find solutions to solve them or escalate them to next level. Require good communication skills both in writing and verbal. - Must be on calls 50% of weekly schedule to answer incoming calls from customer and merchant to take appropriate...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Team Leader

    1 month ago


    Montréal, QC, Canada DB Conseils(DBC) Full time

    The Team Leader is always at the heart of the action! He is involved in the planning, supervision and control of their team's activities: testing, functional development, data conversion, or solution deployment. This role also builds a network of contacts to support problem-solving and team performance. In addition to being tasked with stimulating...


  • Montréal, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...


  • Montréal, QC, Canada Aon Corporation Full time

    Posting Description: Are you an operational people leader in the insurance industry who enjoys teaching the team the ropes while also being a problem solver? Are you looking to join an established organization in the industry for the next steps in your career? Aon has the opportunity for you! This is a hybrid role with the flexibility to work virtually...

  • Sales Team Leader

    6 months ago


    Montréal, Canada Copeland Full time

    Are you looking to develop your sales career in a position with un-capped commissions and a competitive base salary? Are you an effective sales leader who can get the best of your team? Our division is experiencing hyper growth and we are seeking an experienced sales leader to join our aggressive and dynamic team. We need a sales leader who can coach, be...

  • Team Leader

    6 months ago


    Montréal, Canada GHD Full time

    **Senior Advisor, Asset Management** To solve complex challenges, you need to challenge the status-quo. At GHD Advisory we are invested in creating sustainable commercial outcomes with clients driving change in water, energy and urbanization. Join a team committed to solving complex challenges across the value chain, from capital deployment to asset...


  • Montréal, QC, Canada Match Retail Full time

    Overview: **_ Retail Merchandising Team Lead_** **_ Are you a leader passionate about Merchandising, Retail Environments and Teamwork? _** We are currently seeking an experienced **Merchandising** **Team Lead** to join our dynamic on-site operations team. We’re looking for a go getter that takes pride in their work, is a natural leader that creates a fun...


  • Montréal, Canada Definity Financial Corporation Full time

    Job ID : 7364 Category : Commercial Insurance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Montreal, Canada Posting Range : $48,700 - $89,800 **What can you expect in this role?** Underwriting efficiency and effectiveness - Assesses risks and accepts, declines, or amends new business submissions, policy...

  • CNC Team Leader

    2 months ago


    Montréal, QC, Canada Muraflex Full time

    **Welcome to Muraflex** Muraflex is a leading architectural manufacturing company bringing high end glass partition walls to commercial spaces. Our elegant and design-savvy products are created and manufactured in Montreal with a European touch that distinguishes our unique style. Muraflex products are not only high-performing but also always emblematic of...

  • Team Leader

    1 week ago


    Châteauguay, QC, Canada CMP Advanced Mechanical Solutions Full time

    Job Description Under the supervision of the Department Supervisor, the Team Leader plays an essential role in achieving departmental and organizational objectives. He works closely with his supervisor to ensure that work meets the organization's standards in terms of health and safety, operational efficiency and quality. The team leader must determine and...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...